PDXpert PLM Software
Install Guide
PDXpert PLM Software: Change workflow setup
In this tutorial, we'll walk through the steps for configuring the engineering change form's workflow. This includes establishing the email account for sending workflow notices, assigning persons to reviewing groups, and adding these groups (and perhaps observers) to a change form template.
You must have a role with administrator permissions to perform these steps. The lesson assumes you know how to perform basic Collection Explorer tasks such as adding,opening, andmodifyingcollection members.
More detailed information about using theRoles,Persons,Groupsand Change Forms collections can be found in the related application help topics or in theon-line help guide. Our application notes may also be useful for designing your change forms and workflow.